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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
11 Greenway Plaza Ste 2700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Houston | TX | 06/2012 | 07/2018 |
| Jp Morgan Securities Llc | Houston | TX | 12/2012 | 07/2018 |
| Frost Brokerage Services | Houston | TX | 07/2018 | 07/2024 |
| Frost Bank | Houston | TX | 07/2018 | 07/2024 |
| Frost Brokerage Services, Inc. | Houston | TX | 07/2024 | 07/2026 |
| First Horizon Bank | Houston | TX | 07/2026 | Present |
| Lpl Financial Llc | Houston | TX | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026 2. 08/2026 - First Horizon Bank - Financial Institution Duty - Inv Related – 100 Hour(s)/Month – 100 Hour(s) During Trading – Houston, TX, 77046 – OBA Start Date: 07/22/2026 3. 08/2026 - H2PAJ, LLC - Business Owner - Inv Related – 3 Hour(s)/Month – 0 Hour(s) During Trading – Katy, TX, 77494 – OBA Start Date: 08/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-05 |
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